SWAN Wealth's Cross-Border Case Studies Library

David is in his mid-30s with young children and strong ties to Canada.

Glen and Tina are Canadian-born professionals who spent their careers in the US.

When Jake and Melanie came to us, they were preparing to retire and move from Vermont to
Ontario.

When Mark and Laura first reached out to SWAN Wealth, they were in their late fifties, living in Washington State, and feeling increasingly unsettled by the political climate in the United States.

When Claire and Marcelle contacted SWAN, they were living in Silicon Valley and planning to move home to Montreal.

Caroline and Amanda are a married couple living in Minnesota who are planning their retirement.